Introduction

ABL IFPF Capital Preservation Plan-II (ABL IFPF CPP-II) is an allocation plan based on existing ABL Islamic Financial Planning Fund. It’s the second in series of Shariah Compliant Capital Preservation Plans. The plan ensures the security of your capital and aims to enable you to grow your investment by securing the capital and providing competitive returns to its investors in a shariah compliant way.

Investment Objective

ABL IFPF Capital Preservation Plan-II aims to protect the capital by using CPPI methodology. Constant Proportion Portfolio Insurance (CPPII) is an internationally practiced dynamic asset allocation trading strategy which allocates between risky assets and low risk asset classes. The strategy will allow an investor to enhance exposure to equities in an upward trending market (up to 100%) while preserving the initial investment amount from downside risk in a downward trending market.

Key Features

• Shariah compliant investment opportunity under the guidance of Al-Hilal Shariah Advisors.
• A Low risk capital preservation strategy reflective of investor’s risk appetite as market conditions change.
• Maximum possible equity participation upto 50%, based on fund managers outlook on the market.
• Limited time opportunity to invest in a plan which is second in series of Shariah Compliant Preservation Plan. ABL IFPF – CPPI has an excellent track record of around 30% returns since inception (Launched on March 29, 2019).
• A means of diversification for investment portfolios.
• Actively managed by seasoned and professional fund managers.
• Tax benefit on investment upto 20% of your taxable income as per Section 62 of ITO.

Product Suitability*

• Shariah Compliant Investment solution
• A Single scheme offering capital protection and competitive returns on investment for a limited period of time
• Lower Risk as compare to other conventional mutual fund schemes. – LOW

Risk Metrics: Low